Managing Opportunities

With the Digital Quote Manager sales reps have the ability to correctly configure related items with their host equipment when creating a sales quote for a customer. The equipment configurations and rules, such as limits and defaults, are previously defined by the admin in the Digital Quote Manager Admin, the configuration component of the Digital Quote Manager.

When creating a new sales quote in the Digital Quote Manager, you must categorize each quote under Opportunities. Opportunities help you to better organize your quotes within each customer. Each customer can have one or more opportunities associated with one or more sales quotes. For example, you can have an opportunity named Demo if the sales quote is for equipment to be used for demo purposes and another opportunity named Special if the sales quote is created for a special sale your company is holding. You must create new opportunities for the customer before creating a new quote.

Do one of the following:

To create an Opportunity for an existing customer, in the Accounts field, use the drop-down menu to select the customer for whom this sales quote is intended.

To create an Opportunity for a new prospect, you must first create a new prospect in Digital Quote Manager. See the Creating a Prospect topic.

Under the Opportunities field, click the [New…] icon (piece of paper) to open the Add Opportunity window.

In the Opportunity name field, enter the name of the new opportunity you are creating.

Click [OK] to save the new opportunity to the opportunity list.

With the Digital Quote Manager sales reps have the ability to correctly configure related items with their host equipment when creating a sales quote for a customer. The equipment configurations and rules, such as limits and defaults, are previously defined by the admin in the Digital Quote Manager Admin, the configuration component of the Digital Quote Manager.

When creating a new sales quote in the Digital Quote Manager, you must categorize each quote under Opportunities. Opportunities help you to better organize your quotes within each customer. Each customer can have one or more opportunities associated with one or more sales quotes. For example, you can have an opportunity named Demo if the sales quote is for equipment to be used for demo purposes and another opportunity named Special if the sales quote is created for a special sale your company is holding. You must create new opportunities for the customer before creating a new quote.

In the Accounts region, use the drop-down menu icon to select the customer or prospect under which the opportunity was created.

In the Opportunities region, use the drop-down menu icon to select the opportunity you want to edit.

Click the [Edit…] icon (paper and pencil) to open the Edit Opportunity window.

In the Opportunity name field, make the appropriate changes.

Click [OK] to save the changes.

With the Digital Quote Manager sales reps have the ability to correctly configure related items with their host equipment when creating a sales quote for a customer. The equipment configurations and rules, such as limits and defaults, are previously defined by the admin in the Digital Quote Manager Admin, the configuration component of the Digital Quote Manager.

When creating a new sales quote in the Digital Quote Manager, you must categorize each quote under Opportunities. Opportunities help you to better organize your quotes within each customer. Each customer can have one or more opportunities associated with one or more sales quotes. For example, you can have an opportunity named Demo if the sales quote is for equipment to be used for demo purposes and another opportunity named Special if the sales quote is created for a special sale your company is holding. You must create new opportunities for the customer before creating a new quote. If necessary, you can delete opportunities. Opportunities can only be deleted if they do not have any sales quotes associated with them. If you want to delete an Opportunity with which sales quotes are associated, you must remove the sales quotes first.

In the Accounts region, use the drop-down menu icon to select the customer or prospect under which the opportunity you want to deleted was created.

In the Opportunities region, use the drop-down menu icon to select the opportunity you want to delete.

Click the [Delete...] icon (red circle) to display the Delete Opportunity verification window.

Click [Yes] to delete the opportunity.